See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,928 | $77,899-43.6% | $149,673-70.7% | $75,163-41.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.40% | 31.72%-15.3pp | 134.42%-118.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $4,315 | $3,137+37.5% | $4,818-10.4% | $2,670+61.6% |
| Participant deferral / active EE | $4,108 | $3,411+20.4% | $5,680-27.7% | $4,125-0.4% |
| Admin fee / account holder | $1,750 | $5,956-70.6% | $13,210-86.8% | $5,651-69.0% |